Latest Institutional Transactions on Adams Diversified Equity Fund, Inc. (ADX)
This table provides information on the latest institutional transactions involving Adams Diversified Equity Fund, Inc. (ADX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-123- 0.97% |
$2.29K - $2.62K
|
12.6K
$273K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
222+ 1.88% |
$4.13K - $4.72K
|
12K
$260K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
15.2KNew |
$282K - $323K
|
15.2K
$329K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
832+ 52.46% |
$15.5K - $17.7K
|
2.42K
$52.4K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
62+ 2.21% |
$1.15K - $1.32K
|
2.87K
$62.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.46K+ 17.94% |
$82.9K - $94.8K
|
29.3K
$635K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
219+ 2.3% |
$4.08K - $4.66K
|
9.74K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-43- 97.73% |
$800 - $915
|
1
$21.7
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-554- 4.87% |
$10.3K - $11.8K
|
10.8K
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-91.6K- 63.5% |
$1.71M - $1.95M
|
52.7K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
29+ 0.22% |
$540 - $617
|
13.4K
$290K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.85K+ 38.49% |
$165K - $188K
|
31.8K
$690K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
235KNew |
$4.38M - $5.01M
|
235K
$5.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-7.97K- 15.51% |
$148K - $170K
|
43.4K
$942K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
14+ 1.93% |
$261 - $298
|
740
$16K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
393+ 1.65% |
$7.31K - $8.36K
|
24.2K
$525K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-638- 0.49% |
$11.9K - $13.6K
|
129K
$2.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
170+ 0.28% |
$3.16K - $3.62K
|
60.3K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.29KNew |
$98.5K - $113K
|
5.29K
$115K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
19.5K+ 4.95% |
$363K - $415K
|
414K
$8.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11- 0.43% |
$205 - $234
|
2.55K
$55.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8.7K- 1.63% |
$162K - $185K
|
524K
$11.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
26.5KNew |
$494K - $564K
|
26.5K
$575K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
1.39K+ 7.32% |
$25.9K - $29.6K
|
20.4K
$442K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1K+ 472.64% |
$18.6K - $21.3K
|
1.21K
$26.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
324+ 0.24% |
$6.03K - $6.89K
|
136K
$2.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.5K+ 103.85% |
$419K - $479K
|
44.2K
$958K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-3.2K- 1.69% |
$59.6K - $68.2K
|
186K
$4.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.1K+ 68.69% |
$263K - $301K
|
34.7K
$753K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
39.3K+ 35.67% |
$731K - $836K
|
149K
$3.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.25K+ 17.16% |
$60.5K - $69.2K
|
22.2K
$481K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.23K- 19.51% |
$116K - $133K
|
25.7K
$558K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-710- 6.23% |
$13.2K - $15.1K
|
10.7K
$232K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
401+ 1.93% |
$7.46K - $8.53K
|
21.1K
$458K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
17.5K+ 104.5% |
$326K - $373K
|
34.3K
$744K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.39K+ 4.56% |
$44.5K - $50.9K
|
54.8K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
90.3K+ 12.95% |
$1.68M - $1.92M
|
788K
$17.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-38K- 17.32% |
$707K - $808K
|
181K
$3.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.48K- 8.06% |
$83.4K - $95.4K
|
51.2K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
19K+ 8.7% |
$353K - $403K
|
237K
$5.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1+ 14.29% |
$18.6 - $21.3
|
8
$173
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12K+ 33.18% |
$223K - $255K
|
48.1K
$1.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4- 0.19% |
$74.4 - $85.1
|
2.08K
$45K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.86K- 5.92% |
$198K - $222K
|
157K
$3.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-257- 2.19% |
$5.15K - $5.79K
|
11.5K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2.68K- 12.66% |
$53.6K - $60.3K
|
18.5K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6New |
$120 - $135
|
6
$130
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$208K - $234K
|
10.4K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
74.8KNew |
$1.5M - $1.69M
|
74.8K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-129- 0.43% |
$2.59K - $2.91K
|
29.8K
$646K
|
|